FINANCIAL EXPERTS WITH INTEGRITY
Proctor Wealth Associates are committed to helping our clients reach their financial goals. We work with expats around the world to save and build their wealth to secure a more sustainable future.
Get in Touchwhat we can do for you
As we work independently, we represent over 60 different financial institutions who are specialists for expatriate investments ensuring that your investment is tax efficient, achieving a good return, and is safe & secure.
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Tailored Financial Planning for Expatriates
Proctor Wealth Associates provide personalised financial planning to expatriates living and working all around the world. We are independent as we are not owned by a financial institution. Our financial planners work in conjunction within a fully regulated IFA network which has over £1 Billion under management and over 120 offices worldwide.
About UsWhat our clients say
Will has been our Financial Advisor for a number of years. His service is exemplary. With regular reviews, updates and flying out to meet us in person. He has proven to be very knowledgeable and will go out of his way to answer our questions and help us wherever possible. We cannot recommend Will and Proctor Wealth Associates enough.
Melanie Lipinski, Google Review
Proctor Wealth Associates have been a game changer for my long term investment plans, helping to evaluate risk appetite, tailoring a long term investment plan, regular check-ins and making sure things are set up right and maintained right. Highly recommended especially for expats.
Matt Porter, Google Review
I have been dealing with Proctor Wealth Associates for a number of years and its always been a pleasant experience due to their professionalism. They've done a great job looking after my investments and I'd gladly recommended them as I have done so to my extended contacts.
Geoff Power, Google Review
News Stories
Tax Efficiency in the Netherlands: A Guide for Expats
The Netherlands offers a range of tax planning opportunities for expats, but the rules are complex and changing fast. This guide provides an overview of key considerations — from residency rules to business structures to upcoming reforms. It is not tax advice, and we strongly recommend consulting a qualified Dutch tax adviser before making any decisions.
Tax Residency Rules Expats Get Wrong
Moving abroad doesn't automatically free you from UK tax — and assuming otherwise can lead to nasty surprises. Here are the most common mistakes expats make when it comes to tax residency, and how to avoid them.
The Pension Lifetime Allowance Is Gone — But Tax Traps Remain
The abolition of the Lifetime Allowance was widely celebrated, but the new regime still catches people out. For expats with UK pensions, understanding what's changed — and what hasn't — is more important than ever.
